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Blooom Inc’s United Parcel Service UPS Stock Holding History

Blooom Inc’s Portfolio UPS Stock Details UPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$433K Buy
2,585
+278
+12% +$52.6K 0.82% 24
2022
Q2 		$420K Sell
2,307
-141
-6% -$25.7K 0.72% 26
2022
Q1 		$543K Buy
2,448
+42
+2% +$8.92K 0.43% 25
2021
Q4 		$515K Buy
2,406
+23
+1% +$4.68K 0.39% 25
2021
Q3 		$437K Sell
2,383
-362
-13% -$71.5K 0.36% 28
2021
Q2 		$563K Sell
2,745
-45
-2% -$9K 0.42% 24
2021
Q1 		$467K Buy
2,790
+151
+6% +$24.4K 0.37% 29
2020
Q4 		$446K Buy
+2,639
New +$445K 0.36% 26

Other funds holding UPS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Blooom Inc's UPS Position: Q3 2022 in Review

Blooom Inc increased its United Parcel Service (UPS) stake by 12% in Q3 2022, buying an estimated $52.6K and bringing the position to 2,585 shares worth $433K. The position accounts for 0.82% of the portfolio, ranked #24.

Blooom Inc first reported a position in UPS in Q4 2020 and has held it in 8 quarters since. The position peaked at $563K in Q2 2021. 2,127 funds tracked by Wall St. Rank hold UPS as of Q3 2022.

  • Blooom Inc held 2,585 shares of United Parcel Service worth $433K as of Q3 2022.
  • Blooom Inc bought 278 United Parcel Service shares in Q3 2022, an estimated $52.6K.
  • United Parcel Service made up 0.82% of Blooom Inc's portfolio in Q3 2022, its #24 holding.
  • Blooom Inc first reported a position in United Parcel Service in Q4 2020 and has held it in 8 quarters since.
  • Blooom Inc's United Parcel Service position peaked at $563K in Q2 2021.
  • 2,127 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2022.

Based on Blooom Inc's 13F filing for Q3 2022, filed 1 Nov 2022.